Entertaining and informative events and resources for you

We host many social and educational events throughout the year. It’s an opportunity for our clients to meet each other, make new friends and enjoy wonderful moments together. Our goal is to bring our clients together to create a Blunt Wealth Services family and serve as their financial home away from home.

Our in-person workshops or webinar updates focus on timely topics we believe are important for our clients to know about, with a goal of keeping them well-informed about important financial matters. We also have fun together with monthly client birthday celebrations, quarterly social events geared to the season and themed events like our mother-daughter tea. It’s all part of the community we’ve created for the people we have the great privilege of serving – our clients.

Our calendar of events is just another way we show our commitment to building that high-touch, lasting and caring relationship that you deserve from your trusted financial partners.
Danielle Blunt, CFP®, CDFA®; President, BWS; Financial Advisor, RJFS